13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001861796
申报总市值
US$100.1亿
US$100.1亿
1017 檔
12.7%
在 Q3 2025 申报期间，NewEdge Wealth, LLC（CIK: 0001861796）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$100.1亿，共持有 1017 个公开申报仓位。
在 Q3 2025，NewEdge Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 34 个既有持股进行加仓（合计增持 38 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，NewEdge Wealth, LLC 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 12.7%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1017 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 5.18% | -0.34% | +2.81% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.52% | -0.09% | +5.29% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.27% | +0.34% | +3.81% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.24% | +0.25% | +4.99% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.03% | — | -7.37% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.01% | -0.09% | +2.67% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.94% | -0.14% | +0.81% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.94% | -0.03% | +2.37% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.91% | -0.19% | +5.03% | |
| 10 | BX | Blackstone Inc | 股票-金融 | 1.40% | -0.10% | -0.83% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 1.23% | -0.40% | +2.94% | |
| 12 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.09% | -0.22% | +2.87% | |
| 13 | AZO | Autozone Inc | 股票-周期性消费 | 1.07% | -0.17% | -1.06% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.06% | -0.07% | +1.85% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 1.04% | +0.65% | -0.16% | |
| 16 | KLAC | Kla CORP | 股票-科技 | 0.95% | +0.77% | -0.20% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.95% | +0.01% | +32.89% | |
| 18 | VST | Vistra CORP | 股票-公用事业 | 0.92% | -0.05% | +2.72% | |
| 19 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.88% | -0.08% | +4.41% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.87% | — | +3.56% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | -0.02% | +0.35% | |
| 22 | MTG | Mgic Investment CORP | 股票-金融 | 0.86% | -0.06% | +4.09% | |
| 23 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.83% | -0.07% | +13.03% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.81% | -0.46% | +8.60% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.79% | +0.03% | -0.90% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.77% | +0.11% | -8.22% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.76% | +0.08% | -14.82% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.75% | -0.05% | +75.73% | |
| 29 | EBAY | Ebay Inc | 股票-周期性消费 | 0.72% | +0.03% | +1.68% | |
| 30 | JEF | Jefferies Financial Group In | 股票-金融 | 0.70% | — | +16.41% | |
| 31 | CMA | Comerica Inc | 股票-其他 | 0.70% | — | +2.32% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | +0.10% | +41.51% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.68% | -0.05% | -2.37% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.66% | -0.05% | +0.18% | |
| 35 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 0.65% | -0.14% | +2.89% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.65% | -0.03% | +1.37% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.64% | +0.24% | +0.77% | |
| 38 | VICI | Vici Properties Inc | 股票-房地产 | 0.63% | — | +49.29% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | -0.09% | +3.19% | |
| 40 | AMGN | Amgen Inc | 股票-医疗保健 | 0.62% | -0.22% | +3.07% | |
| 41 | HRB | H&r Block Inc | 股票-周期性消费 | 0.61% | — | -11.61% | |
| 42 | R | Ryder System Inc | 股票-工业 | 0.58% | +0.06% | +2.59% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | — | +1.99% | |
| 44 | SU | Suncor Energy Inc | 股票-能源 | 0.58% | -0.23% | +3.06% | |
| 45 | WELL | Welltower Inc | 股票-房地产 | 0.56% | -0.02% | +3.97% | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.54% | -0.30% | +40.46% | |
| 47 | FTNT | Fortinet Inc | 股票-科技 | 0.49% | +0.26% | -0.36% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.48% | +0.02% | +18.40% | |
| 49 | CNQ | Canadian Natural Resources | 股票-能源 | 0.48% | -0.18% | +3.08% | |
| 50 | CF | Cf Industries Holdings Inc | 股票-原材料 | 0.46% | -0.09% | +3.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.2% | +4.99% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.1% | +3.81% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.9% | -7.37% | 加仓 |
| 4 | ORCL | Oracle CORP | +0.7% | +75.73% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.6% | +2.81% | 加仓 |
| 6 | LRCX | Lam Research CORP | +0.5% | -0.16% | 加仓 |
| 7 | NRG | Nrg Energy Inc | +0.4% | +13.03% | 加仓 |
| 8 | JBND | Jpmorgan Active Bond ETF | +0.4% | +9.29% | 加仓 |
| 9 | WDAY | Workday Inc-class A | +0.3% | +4.23% | 加仓 |
| 10 | VST | Vistra CORP | +0.3% | +2.72% | 加仓 |
| 11 | ACN | Accenture plc | +0.3% | +585.04% | 加仓 |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +36.19% | 加仓 |
| 13 | MPWR | Monolithic Power Systems Inc | +0.2% | +1601.71% | 加仓 |
| 14 | GILD | Gilead Sciences Inc | +0.2% | +2.87% | 加仓 |
| 15 | JEF | Jefferies Financial Group In | +0.2% | +16.41% | 加仓 |
| 16 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +33.08% | 加仓 |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.2% | +73.44% | 加仓 |
| 18 | AAPL | Apple Inc | +0.2% | +5.29% | 加仓 |
| 19 | SMH | Vaneck Semiconductor ETF | +0.2% | +0.77% | 加仓 |
| 20 | VICI | Vici Properties Inc | +0.2% | +49.29% | 加仓 |
| 21 | QCOM | Qualcomm Inc | +0.2% | +41.51% | 加仓 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +9.41% | 加仓 |
| 23 | ABBV | Abbvie Inc | +0.1% | +32.89% | 加仓 |
| 24 | TSLA | Tesla Inc | +0.1% | +6.40% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +2.67% | 加仓 |
| 26 | CF | Cf Industries Holdings Inc | +0.1% | +3.07% | 加仓 |
| 27 | CMA | Comerica Inc | +0.1% | +2.32% | 加仓 |
| 28 | AMZN | Amazon.com Inc | +0.1% | +2.37% | 加仓 |
| 29 | WFC | Wells Fargo & Co | +0.1% | +2.94% | 加仓 |
| 30 | IBM | Intl Business Machines CORP | +0.1% | +3.56% | 加仓 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.81% | 加仓 |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | -0.90% | 加仓 |
| 33 | BX | Blackstone Inc | 0% | -0.83% | 加仓 |
| 34 | NVS | Novartis Ag-sponsored Adr | 0% | +4.41% | 加仓 |
| 35 | KLAC | Kla CORP | — | -0.20% | 减仓 |
| 36 | UNH | Unitedhealth Group Inc | -0.3% | -39.43% | 减仓 |
| 37 | COP | Conocophillips | -0.3% | -55.23% | 减仓 |
| 38 | ADBE | Adobe Inc | -0.4% | -41.08% | 减仓 |
| 39 | IQLT | Ishares Msci International Q | -0.4% | -33.06% | 减仓 |
| 40 | HRB | H&r Block Inc | -0.4% | -11.61% | 减仓 |
| 41 | VCIT | Vanguard Int-term Corporate | -0.4% | -1.70% | 减仓 |
| 42 | QNST | Quinstreet Inc | -0.4% | -26.38% | 减仓 |
| 43 | SAFE | Safehold Inc | -0.5% | -27.36% | 减仓 |
| 44 | MMM | 3m Co | -0.5% | -69.87% | 减仓 |
| 45 | HTRB | Hartford Ttl Rtrn Bnd ETF | — | EXIT | 清仓 |
| 46 | VCRB | Vanguard Core Bond ETF | — | NEW | 新建仓 |
| 47 | TIC | Tic Solutions Inc | — | NEW | 新建仓 |
| 48 | WCMI | Ft Wcm International ETF | — | NEW | 新建仓 |
| 49 | GPK | Graphic Packaging Holding Co | — | EXIT | 清仓 |
| 50 | ✓ | Aebi Schmidt Hldg AG | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，NewEdge Wealth, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$100.1亿，共申报了 1017 个公开持股仓位。
在 Q3 2025 季度，NewEdge Wealth, LLC 按市值排列的前三大核心持股分别为：MSFT (5.2%)、AAPL (4.5%)、NVDA (3.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
VCRB
市值: US$2470.7万
本季最大获利了结 / 清仓标的
HTRB
前期市值: US$2514.1万
在 Q3 2025 季度中，NewEdge Wealth, LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 34 个仓位、减仓 10 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 VCRB。 本季清仓仓位包含 HTRB。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。